Comprehensive Analysis of Longji Machinery (002363) Limit-Up Event

Comprehensive Analysis

Company and Event Overview
: Longji Machinery (002363.SZ) is a stock in the automotive parts sector. It hit the limit-up on December 24, 2025, with a closing price of 9.37 CNY, an increase of 9.98%, and a total market capitalization of 39.1 billion CNY [0]. On that day, the opening price was 8.16 CNY, the lowest price was 8.16 CNY, the highest price was 9.37 CNY (limit-up price), and the trading volume was 25.13 million shares, which was higher than the recent average trading volume of 16.75 million shares [0].
Core Catalysts for Limit-Up
: The explosive growth of the commercial aerospace sector was the main driving factor. China’s space launch次数 reached a new high, the first flight of the reusable Long March 12A carrier rocket was successful, and events such as LandSpace completing listing guidance pushed the sector to become the strongest trend of the day [1][2]. The company confirmed via Interactive Easy that it provides brake discs and other core components for special transport vehicles of the China Academy of Launch Vehicle Technology, indirectly involving in the commercial aerospace and military sectors, and was regarded as an aerospace concept stock by the market [1].
Market and Technical Performance
: In the short term, the company’s stock price increased by 14.83% in 5 days, 9.33% in 1 month, and 25.10% in 6 months. It has broken through the 20-day moving average of 8.89 CNY, forming a short-term upward trend [0]. In terms of technical indicators, the RSI is close to the overbought zone, and the increased trading volume indicates obvious capital inflow. The current stock price is only about 3.6% away from the 52-week high of 9.71 CNY [0].
Market Sentiment
: The commercial aerospace sector had a net inflow of 17.445 billion CNY from main funds that day, becoming the core carrier of capital undertaking [2]. The market’s consecutive board echelon was complete, and the highest target Shengtong Energy advanced to 9 consecutive boards, marking a shift in market risk preference from cautious to active offensive. Profit-making effects attracted incremental funds to enter the market [2].

Key Insights

Significant Concept Speculation Attribute
: The actual contribution of the company’s aerospace business may be small. This limit-up was mainly affected by sector concept speculation rather than a substantial improvement in fundamentals [1].
Industry Policies and Accelerated IPOs Boost Expectations
: The Sci-Tech Innovation Board policy supports the development of commercial aerospace, and the acceleration of commercial aerospace IPOs has significantly increased market attention to the related industrial chain [1].
Business Expansion Enhances Growth Expectations
: On the basis of stabilizing its automotive parts business, the company actively布局 high-end markets such as aerospace and low-altitude economic aircraft. Although performance verification is needed, it has short-term enhanced growth expectations and valuation space [1].
Coexistence of Risks and Momentum
: The stock price breaking through the moving average and increased trading volume indicate strong short-term momentum, but high valuation (P/E 75.57x, far higher than the industry average) and RSI close to the overbought zone indicate accumulated risks [0].

Risks and Opportunities

Opportunities
: The continuous development of the commercial aerospace industry may drive the continuation of the sector’s market; the company’s business expansion to high-end markets may bring long-term growth space [1].
Risks
: Concept speculation risk (low actual contribution of aerospace business) [1]; excessive valuation risk (P/E far higher than the industry average) [0]; short-term profit-taking risk (technical indicators close to overbought) [0]; competition risk in the automotive parts industry [0].

Key Information Summary

Longji Machinery’s limit-up is the result of commercial aerospace sector concept speculation. The company’s business is related to aerospace but has limited actual contribution.
Recently, the stock price broke through the 20-day moving average, with increased trading volume. Short-term upward momentum is strong, and it is close to the 52-week high of 9.71 CNY and the 10 CNY integer mark.
Attention should be paid to the support level of the 20-day moving average of 8.89 CNY. If it falls back to this level, the support strength needs to be evaluated.
Investors should rationally view concept speculation and pay attention to changes in the enthusiasm of the commercial aerospace sector and the performance verification of the company’s aerospace business.

Comprehensive Analysis of Longji Machinery (002363) Limit-Up Event

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